Bellwether Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Bellwether Advisors’s Portfolio PWV Stock Details PWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-430	Closed	-$26.7K	–	458
2025 Q2	$26.7K	Buy	430 +3	+0.7%	+$176	﹤0.01%	269
2025 Q1	$25.4K	Buy	427 +3	+0.7%	+$178	0.01%	254
2024 Q4	$24.1K	Buy	+424	New	+$25.1K	﹤0.01%	273

Other funds holding PWV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bellwether Advisors's PWV Position: Q3 2025 in Review

Bellwether Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q3 2025, closing a stake of 430 shares — an estimated $26.7K sold.

Bellwether Advisors first reported a position in PWV in Q4 2024 and held it in 3 quarters. The position peaked at $26.7K in Q2 2025. 169 funds tracked by Wall St. Rank hold PWV as of Q3 2025.

Bellwether Advisors reported no remaining Invesco Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 430 Invesco Large Cap Value ETF shares in Q3 2025, an estimated $26.7K.
Bellwether Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2024 and held it in 3 quarters.
Bellwether Advisors's Invesco Large Cap Value ETF position peaked at $26.7K in Q2 2025.
169 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.